I think DS and GoT both have a chance at the conference. But ith DS having its own stage show event (right?) it might skip the conference too.

But ultimately TGS is always a 3rd party expo for Sony. In recent years they have been ramping up their first party announcements for the show too as they have begun to emphasise the EU conferences less. But I wouldnt expect any AAA game announcement from Sony. I think at least one Gravity Daze/ Knack esque announcement is likely.

New SEGA and SNK announcements seem to be expected. I sort of want Babylon Fall and Nioh 2 to reshow again at PSX instead but TGS seems likely too.
oh project awakening from cygames... surely now is the time